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OUR TEAM

Our Team

Backed by a team of dedicated professionals with over 100 years of combined industry experience, our thought leaders work collaboratively with clients from coordinating and consulting to the delivery and implementation of financial plans.

David Klein Headshot

David Kline, CFP®, CBEC®

Private Wealth Advisor

Katrina Pignone Headshot

Katrina Pignone

Practice Manager

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Rob Brown Headshot

Rob Brown, PhD, CFA

Chief Investment Officer

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®, CEPA

Executive Director

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

IFP_Final_jpg_Derek Chesley__014_cropped.jpg

Derek Chesley

Case Design Specialist

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

John Cataldo Headshot

John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

CASL conferred by The American College.

 

CRPC conferred by College for Financial Planning.

 

Rob Brown is solely an investment advisor representative of Integrated Wealth Concepts, and not affiliated with LPL Financial.

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